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IRA Distribution Planning

July 16 @ 9:00 am - 11:00 am

Attendees will review the basics of IRAs, how different trust-based beneficiary designations work, when and how to name a Trust as a beneficiary, and the advantages of Rothing an IRA.

 

The deadline to register is Tuesday, July 14.

 

Please fill out the form below.

 

Event Registration - Professionals

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Details

  • Date: July 16
  • Time:
    9:00 am - 11:00 am
  • Event Category:

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